Profil
Mr. Joseph J.
Ceasar is a Managing Director of Traditional Investments at CAZ Investments LP.
He is responsible for overseeing the operations department as well as coordinating investment portfolio construction.
Mr. Caesar served as a Financial Advisor for Citigroup Smith Barney, JP Morgan Chase Advisors, and Farmers Financial Solutions.
He holds a B.S.
in American Politics from the United States Military Academy, and his M.B.A.
from the Bauer College of Business (University of Houston).
Anciens postes connus de Joseph Jerome Ceasar
| Sociétés | Poste | Fin |
|---|---|---|
CAZ Investments LP
 CAZ Investments LP Investment ManagersFinance CAZ Investments LP (CAZ) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Christopher A. Zook in 2001 and is owned by CAZ Investments 2021 LP. CAZ offers advisory services to a separately managed account and co-mingled, private, investment funds. | Gestionnaire de Portefeuille-Actions | 06/07/2015 |
Inroads Capital Management LLC
 Inroads Capital Management LLC Investment ManagersFinance Founded in 2009, Inroads Capital Management LLC is a registered investment advisor located in Houston, Texas. The firm is a subsidiary of the Inroads Group Ltd. They manage investment portfolios for retirement plans, foundations, endowment funds, trusts, corporations, partnerships and high net-worth individuals. | Analyst-Equity | 30/08/2011 |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Corporate Officer/Principal | - |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | - |
Formation de Joseph Jerome Ceasar
| US Military Academy | Undergraduate Degree |
| University of Houston | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Finance |
Inroads Capital Management LLC
Inroads Capital Management LLC Investment ManagersFinance Founded in 2009, Inroads Capital Management LLC is a registered investment advisor located in Houston, Texas. The firm is a subsidiary of the Inroads Group Ltd. They manage investment portfolios for retirement plans, foundations, endowment funds, trusts, corporations, partnerships and high net-worth individuals. | Finance |
CAZ Investments LP
CAZ Investments LP Investment ManagersFinance CAZ Investments LP (CAZ) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Christopher A. Zook in 2001 and is owned by CAZ Investments 2021 LP. CAZ offers advisory services to a separately managed account and co-mingled, private, investment funds. | Finance |
